Overview

Customer Records

General information and history
about each customer is
linked to their records. New customers can be imported from an online form or entered by a customer service representative.

Service Records

Unlimited services can be assigned to one customer. Services can have as many custom fields as needed to store all the information and attributes for that service. Each service can have unique billing criteria.

Support Notes

Each customer has support notes related to them shown with their customer record. Notes can be sent to individuals or to specific groups of users. Every service activation or de-activation generates notes to create a record of what occured.

Online Account Manager

The online account manager allows customers to view their account services and recent balance and payments. It also allows them to submit support notes to their account via the online form.